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Getting Started

Getting Started

Learn the basics to help you get up and running with the InvestNext platform

10 articles
Alan Mohan avatarMatthew Attou avatarJay Krause avatar+1
Written by Alan Mohan, Matthew Attou, Jay Krause and 1 other

Getting Started Training Video

This video will walk you through getting started in the InvestNext portal.
Alan Mohan avatar
Written by Alan Mohan. Updated over a week ago

How to Add/Update a Billing Method to Your Account

The following steps will describe how to add a credit/debit card to your account for billing purposes.
Matthew Attou avatar
Written by Matthew Attou. Updated over a week ago

Setting up your admin profile

This article is going to cover the basics of building or editing your portal profile and preferences.
Matthew Attou avatar
Written by Matthew Attou. Updated over a week ago

Sync Your Email With InvestNext

Integrate your email with InvestNext to send and track emails from within InvestNext.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

Add internal users

This article describes how to add internal users on the InvestNext platform
Matthew Attou avatar
Written by Matthew Attou. Updated over a week ago

How to submit a Feature Request?

Whether it be a brand new feature or improving existing functionality, what is the best way to share feedback with InvestNext?
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

How to get started as a Co-Sponsor

Set-up your new site as a cosponsor/Co-GP and start raising capital.
Jay Krause avatar
Written by Jay Krause. Updated over a week ago

Basics

3 articles
Kevin Heras avatar
Written by Kevin Heras
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